L.M. Kohn & Company’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

L.M. Kohn & Company’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,353	Closed	-$766K	–	219
2025 Q2	$766K	Hold	1,353	–	–	0.21%	98
2025 Q1	$722K	Buy	1,353 +8	+0.6%	+$4.54K	0.19%	115
2024 Q4	$766K	Sell	1,345 -25	-2%	-$14.7K	0.2%	107
2024 Q3	$780K	Sell	1,370 -1,431	-51%	-$788K	0.2%	110
2024 Q2	$1.5M	Sell	2,801 -296	-10%	-$159K	0.41%	41
2024 Q1	$1.72M	Hold	3,097	–	–	0.48%	40
2023 Q4	$1.57M	Buy	3,097 +15	+0.5%	+$6.96K	0.5%	42
2023 Q3	$1.41M	Hold	3,082	–	–	0.51%	39
2023 Q2	$1.48M	Buy	3,082 +81	+3%	+$36.9K	0.56%	37
2023 Q1	$1.38M	Hold	3,001	–	–	0.57%	37
2022 Q4	$1.33M	Buy	3,001 +1	+0%	+$442	0.62%	37
2022 Q3	$1.21M	Sell	3,000 -186	-6%	-$82.2K	0.59%	39
2022 Q2	$1.32M	Sell	3,186 -10	-0.3%	-$4.51K	0.62%	38
2022 Q1	$1.57M	Buy	+3,196	New	+$1.55M	0.6%	34

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

L.M. Kohn & Company's MDY Position: Q3 2025 in Review

L.M. Kohn & Company sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2025, closing a stake of 1,353 shares — an estimated $766K sold.

L.M. Kohn & Company first reported a position in MDY in Q1 2022 and held it in 14 quarters. The position peaked at $1.72M in Q1 2024. 1,366 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

L.M. Kohn & Company reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 1,353 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $766K.
L.M. Kohn & Company first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and held it in 14 quarters.
L.M. Kohn & Company's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.72M in Q1 2024.
1,366 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.